Daniel James Lasky

Employer firm

Alta Capital Management LLC CRD 106786

$1.60B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → Present
  Alta Capital Management
  Salt Lake City, UT
• 01/2021 → 07/2022
  Drivetime Automotive Group
  Tempe, AZ
• 01/2019 → 12/2020
  Micron Technology
  Boise, ID
• 05/2018 → 08/2018
  U.S. Bank
  Boise, ID
• 10/2017 → 12/2018
  Boise State
  Boise, ID
• 08/2016 → 12/2020
  Boise State University
  Boise, ID

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-10